GWA
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Gratus Wealth Advisors’s DuPont de Nemours DD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$807K Sell
11,772
-260
-2% -$17.8K 0.12% 68
2025
Q1
$899K Sell
12,032
-384
-3% -$28.7K 0.15% 63
2024
Q4
$947K Sell
12,416
-72
-0.6% -$5.49K 0.15% 64
2024
Q3
$1.07M Buy
12,488
+770
+7% +$66.2K 0.18% 55
2024
Q2
$933K Buy
11,718
+338
+3% +$26.9K 0.16% 58
2024
Q1
$837K Buy
11,380
+5,348
+89% +$393K 0.15% 66
2023
Q4
$464K Buy
+6,032
New +$464K 0.09% 88